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GAMMA Investing’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

GAMMA Investing’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22K Buy
+542
New +$23.4K ﹤0.01% 2893
2025
Q2 		– Sell
-128
Closed -$4.29K – 3877
2025
Q1 		$4.29K Hold
128
– – ﹤0.01% 3144
2024
Q4 		$4.59K Hold
128
– – ﹤0.01% 2953
2024
Q3 		$4.66K Buy
+128
New +$4.47K ﹤0.01% 2771

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

GAMMA Investing's SDVY Position: Q3 2026 in Review

GAMMA Investing opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 542 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in SDVY as recently as Q1 2025.

GAMMA Investing first reported a position in SDVY in Q3 2024 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • GAMMA Investing held 542 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $22K as of Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new GAMMA Investing position in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2893 holding.
  • GAMMA Investing first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.